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RiverFront Investment Group, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RiverFront Investment Group, LLC on JEPI, newest first. How the timeline and the estimate are built.

RiverFront Investment Group, LLC held 3,524,615 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,524,615 shares
    Change vs previous 13F -684,091 shares

    2.63% of the 13F portfolio, value $199,070,256.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,208,706 shares
    Change vs previous 13F +404,064 shares

    3.69% of the 13F portfolio, value $238,549,471.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,804,642 shares
    Change vs previous 13F +737,043 shares

    3.59% of the 13F portfolio, value $217,777,684.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,067,599 shares
    Change vs previous 13F +163,752 shares

    3.07% of the 13F portfolio, value $174,699,971.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,903,847 shares
    Change vs previous 13F +859,879 shares

    3.22% of the 13F portfolio, value $165,083,716.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,043,968 shares
    Change vs previous 13F +41,051 shares

    2.6% of the 13F portfolio, value $116,792,352.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,002,917 shares
    Change vs previous 13F +167,190 shares

    2.62% of the 13F portfolio, value $115,227,837.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,835,727 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $109,244,100.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).